Investment Operations

Overview

The Investment Operations team consists of two functional areas:
Investment Operations; and Change.

Investment Operations team
This team is responsible for administering Moneybox’s cash and investment products, performing all the required regulatory processes for customer deposits, trades, withdrawals and transfers on a daily basis. The team pride itself on using effective controls and innovative automation within our in-house investment platform to ensure the best possible service for our customers.

Change team
The Change team is responsible for providing project management, business analysis, and business change support to deliver improvements to our business systems. The team works with operational and technical teams across Moneybox in support of meeting regulations, automating processes, and offering a great customer experience.

• Compliance
• Cloud Apps
• Customer Support & Customer Operations
• Finance
• Legal
• Product
• Platform

View our current Investment Operations vacancies

Capital  investing should be for the longer term. The value of your investments can go up and down, and you may get back less than you invest. Tax treatment depends on individual circumstances and may be subject to change in the future.

A 25% government penalty applies if you withdraw money from a Lifetime ISA for any reason other than buying your first home (up to £450,000) or for retirement, and you may get back less than you paid into your Lifetime ISA.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Payments you make into your pension won’t be accessible until the minimum pension age (currently 55, increasing to age 57 from 2028). Tax treatment depends on individual circumstances and may be subject to change in the future.

For Business Saver: T&Cs apply. Max one withdrawal per day.